Customer Success Representative​/Client Facing

Customer Success Representative / Client Facing

Are you energized by working with people, solving problems, and keeping things moving? Do you enjoy being client facing and owning the day to day experience from start to finish? If you like fast paced environments where no two days are exactly the same, this role could be a great fit.

This is an onsite, client facing position with standard hours of 8:00 AM to 4:30 PM. Our environment is fast paced, collaborative, and service driven, with a strong focus on accuracy, accountability, and continuous improvement.

• Build and maintain professional working relationships with clients, managing daily account activity including trading, scheduling, purchasing, pricing, balance management, and collections
• Conduct metal trades through the bank’s portal, including initiating metal transfers, sales, and limit orders
• Prepare outgoing shipments using UPS or Fed Ex
• Enter and maintain accurate transaction data and client communications in the ERP system and CRM
• Apply basic accounting principles with strong mathematical and analytical thinking
• Prepare, organize, and review scheduled transactions, including analyzing settlements against historical and market trends
• Audit daily account activity to ensure balance accuracy, deadlines are met, and follow through is completed
• Manage shared inboxes and spreadsheets
• Communicate clearly and confidently with internal departments and external partners
• Support the Front Desk Coordinator as backup coverage when needed
• Maintain compliance with company policies, procedures, and regulatory requirements
• Ask questions, collaborate across teams, and contribute to continuous improvement
• Perform additional duties as assigned

• Bachelor’s degree in business or a related field preferred but not required
• Two to five years of related experience in customer service, sales, or service‑focused roles
• Strong mathematical skills with high attention to detail
• Excellent written and verbal communication skills
• Comfortable using Microsoft Word, Excel, and Outlook
• Ability to multitask, prioritize, and meet deadlines in a fast paced environment
• Self‑motivated with strong organizational and time‑management skills
• Analytical, curious, and solution‑oriented
• Positive attitude and team first mindset

This position is with a NAID and ITAR regulated company. Employment is contingent upon meeting all NAID and ITAR compliance requirements. Candidates must be eligible to work in the United States and able to comply with all applicable regulatory and security standards.

This is an opportunity to grow in a role that touches multiple parts of the business and builds valuable skills in client service, operations, and analytics. You will be part of a supportive team that values accountability, learning, and doing things the right way while still having fun and celebrating wins along the way.

We are an Equal Opportunity Employer and are committed to creating an inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected status.

If you are detail-oriented, client-focused, and excited to grow in a dynamic, hand‑on environment, we would love to hear from you.